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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,489 | $95,404-51.3% | $113,397-59.0% | $82,637-43.7% |
| Participation rate | 87.5% | 72.8%+14.7pp | 76.5%+11.0pp | 68.1%+19.4pp |
| Annual return | 11.24% | 19.08%-7.8pp | 23.20%-12.0pp | 53.51%-42.3pp |
| Employer contribution / active EE | $0 | $2,307-100.0% | $2,977-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $3,242 | $4,220-23.2% | $5,076-36.1% | $4,126-21.4% |
| Admin fee / account holder | $26,455 | $9,168+188.6% | $11,957+121.3% | $7,339+260.5% |